Solutions that work.

We have the right plan to fit your business:

BRONZE

Bookkeeping
Personal Tax Prep
24/7 Email Support
Quickbooks subscriptions

$99/month

SILVER

Bronze Features+
Annual Tax Planning
Payroll Setup
Quarterly Video Conference

$299/mo.

GOLD

Silver Features+
Unlimited Video Conferencing
Planning and Audit
Weekly Financial Briefs

$499/mo.

Accounting and Bookkeeping

Know that the books have been reviewed by a CPA familiar with the potential tax implications of each transaction. This gives us unique insight into the company’s activities to ensure we don’t miss any tax saving opportunities.

Consulting

We provide advanced advisory services in an acting CFO role. These are aimed at maximizing the profitability of your business while you scale. Best of all, we do it at a price that saves you money compared to hiring an internal accountant or advisor.

Payroll

Spend more time focusing on your business and training new employees. We’ll make sure they get paid and any returns or tax payments are filed away with the appropriate authority. Includes setup on Gusto payroll software.

Entity Setup

Feel confident we can help you develop a strong business plan for your enterprise and that your business entity is setup correctly, with any registrations and reports filed with the appropriate authority. Further, we calculate the potential tax impacts that each entity type has to determine which one is right.

Tax Consulting Services

We use our network of experts and experience to assist you with the preparation of your tax returns. We ensure your financials are ready and tax bill is optimized to maximize after-tax cash flow. Further, this service includes tax planning for small businesses and service professionals.

How does the pricing work?

We provide multiple levels of service that come with varying prices. In most cases, we charge on a monthly basis for the range of services provided and there are multiple pricing plans to work with based on your situation. Either way, your pricing plan will be transparent and based upon the specifics of your business. Most importantly, there will be no surprise bills down the road with us!

What entity types and industries are tax services offered for?

We provide tax services for all entity types and their related forms. Further, we have experience with the following industries: finance, wealth management, construction, home services, hospitality, technology, medical professionals and practices, real estate, and many more.

What do the next steps look like?

First, schedule a free 30 minute consultation using the various links throughout the website. This will give us a chance to meet and allow us to get a better understanding of your accounting and tax needs. From there, we will send you pricing quotes for services given the various intricacies of your business.

Once accepted, we will provide you with a complete road map to maximizing your after-tax cash flow and staying compliant with the IRS. Lastly, we execute our plan so you have peace of mind and are empowered to move forward with your enterprise.